> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Get payment dashboard

> Returns aggregated counts, amounts, and breakdowns of payments for the specified period.



## OpenAPI

````yaml /pt/openapi/v3-current/payments.yaml get /v1/dashboards/payments
openapi: 3.1.0
info:
  description: >-
    API for the Lerian Payments interface via BTG. It covers boleto issuance,
    cancellation, and queries; bill payments (bankslip, utilities, and DARF) and
    queries; aggregated boleto and payment dashboards; provider connection and
    outbound webhook configuration; and the provider webhook receiver for
    settlement events.


    ERROR BODIES. A failed request arrives as an RFC 9457 problem document on
    application/problem+json. Branch on the code member. A license refusal
    carries an LCS code, listed in the License Manager error list.
  title: Payments — via BTG API
  version: 1.0.0
servers:
  - url: https://api.example.com
    description: >-
      Replace the example host with the URL provided during environment
      onboarding.
security: []
tags:
  - description: >-
      Tenant-level setup: connecting the banking provider and configuring where
      status notifications are delivered.
    name: Admin
  - description: Issuing, querying and cancelling boletos, and retrieving the rendered PDF.
    name: Boletos
  - description: >-
      Aggregated counts, amounts and breakdowns over a period, for boletos and
      for payments.
    name: Dashboards
  - description: >-
      Paying bankslips, utility bills and DARF tax slips, and querying those
      payments.
    name: Payments
  - description: >-
      The webhook the payment provider posts settlement events to. Authenticated
      with a credential agreed with the provider, not with the platform identity
      used by the rest of this API.
    name: Settlement
paths:
  /v1/dashboards/payments:
    get:
      tags:
        - Dashboards
      summary: Get payment dashboard
      description: >-
        Returns aggregated counts, amounts, and breakdowns of payments for the
        specified period.
      operationId: getPaymentDashboard
      parameters:
        - description: >-
            Midaz organization whose payments are aggregated. Required: a
            request without it, or with a value that is not a canonical UUID, is
            refused with 400 PBP-0025. Only payments of this organization are
            counted and summed.
          in: header
          name: X-Organization-Id
          schema:
            description: >-
              Midaz organization whose payments are aggregated. Required: a
              request without it, or with a value that is not a canonical UUID,
              is refused with 400 PBP-0025. Only payments of this organization
              are counted and summed.
            type: string
        - description: >-
            Created-from bound, inclusive. A calendar date (YYYY-MM-DD) is a UTC
            day and starts at its first instant; an RFC 3339 date-time with
            offset (e.g. 2026-09-30T00:00:00-03:00) is used as the exact
            instant. A positive offset must be percent-encoded (%2B).
          explode: false
          in: query
          name: from
          schema:
            description: >-
              Created-from bound, inclusive. A calendar date (YYYY-MM-DD) is a
              UTC day and starts at its first instant; an RFC 3339 date-time
              with offset (e.g. 2026-09-30T00:00:00-03:00) is used as the exact
              instant. A positive offset must be percent-encoded (%2B).
            examples:
              - '2026-01-01'
            pattern: >-
              ^[0-9]{4}-[0-9]{2}-[0-9]{2}(T[0-9]{2}:[0-9]{2}:[0-9]{2}([.][0-9]{1,9})?(Z|[+-][0-9]{2}:[0-9]{2}))?$
            patternDescription: a YYYY-MM-DD date or an RFC 3339 date-time with offset
            type: string
        - description: >-
            Created-to bound, inclusive. A calendar date (YYYY-MM-DD) is a UTC
            day and covers it to its last instant; an RFC 3339 date-time with
            offset (e.g. 2026-09-30T23:59:59.999999-03:00) is used as the exact
            instant. A positive offset must be percent-encoded (%2B).
          explode: false
          in: query
          name: to
          schema:
            description: >-
              Created-to bound, inclusive. A calendar date (YYYY-MM-DD) is a UTC
              day and covers it to its last instant; an RFC 3339 date-time with
              offset (e.g. 2026-09-30T23:59:59.999999-03:00) is used as the
              exact instant. A positive offset must be percent-encoded (%2B).
            examples:
              - '2026-12-31'
            pattern: >-
              ^[0-9]{4}-[0-9]{2}-[0-9]{2}(T[0-9]{2}:[0-9]{2}:[0-9]{2}([.][0-9]{1,9})?(Z|[+-][0-9]{2}:[0-9]{2}))?$
            patternDescription: a YYYY-MM-DD date or an RFC 3339 date-time with offset
            type: string
        - description: Payment type filter.
          explode: false
          in: query
          name: type
          schema:
            description: Payment type filter.
            enum:
              - BANKSLIP
              - UTILITIES
              - DARF
            examples:
              - BANKSLIP
            type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PaymentDashboardResponse'
          description: OK
        '400':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: Bad Request
        '401':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: >-
            Authentication failed: the request carries no valid credential, or
            the credential does not identify a tenant. The error body is an RFC
            9457 problem document (`application/problem+json`) with error code
            `PBP-0003`. Obtain a valid bearer token and send the request again.
        '403':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: >-
            The authenticated principal is not allowed to perform this request.
            The error body is an RFC 9457 problem document
            (`application/problem+json`) with error code `PBP-0004`: the
            principal lacks permission for this operation, and the permission
            has to be granted before the request can succeed.
        '422':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: Unprocessable Entity
        '500':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: Internal Server Error
        '503':
          content:
            application/problem+json:
              schema:
                $ref: '#/components/schemas/Detail'
          description: >-
            Service Unavailable. PBP-0008 means a dependency the request needs,
            authentication or the tenant's storage, is temporarily unavailable.
            The request was not processed; wait and send it again.
      security:
        - BearerAuth: []
components:
  schemas:
    PaymentDashboardResponse:
      additionalProperties: false
      properties:
        byStatus:
          additionalProperties:
            $ref: '#/components/schemas/PaymentTypeCountAmount'
          type: object
        byType:
          additionalProperties:
            $ref: '#/components/schemas/PaymentTypeCountAmount'
          type: object
        totalAmount:
          type: string
        totalApproved:
          format: int64
          type: integer
        totalCanceled:
          format: int64
          type: integer
        totalCreated:
          format: int64
          type: integer
        totalExecuted:
          format: int64
          type: integer
        totalFailed:
          format: int64
          type: integer
        totalPendingApproval:
          format: int64
          type: integer
        totalRejected:
          format: int64
          type: integer
        totalScheduled:
          description: >-
            Number of payments in the SCHEDULED state. Payments initiated
            through this API execute immediately and are not created in this
            state, so a non-zero value reflects a SCHEDULED state reported by
            the payment provider. These payments are also counted under
            byStatus.SCHEDULED.
          format: int64
          type: integer
        totalSettled:
          format: int64
          type: integer
        totalSettledAmount:
          type: string
        totalUnconfirmed:
          description: >-
            Payments in the UNCONFIRMED state: the outcome at the payment
            provider is not known yet. A payment whose initiation was answered
            202 is counted here until it resolves. The same rows are also
            counted under byStatus.UNCONFIRMED.
          format: int64
          type: integer
      required:
        - totalUnconfirmed
        - totalCreated
        - totalScheduled
        - totalSettled
        - totalFailed
        - totalRejected
        - totalCanceled
        - totalPendingApproval
        - totalApproved
        - totalExecuted
        - totalAmount
        - totalSettledAmount
        - byType
        - byStatus
      type: object
    Detail:
      additionalProperties: true
      properties:
        code:
          description: >-
            Stable, machine-readable domain error code scoped to the emitting
            service (format: <SERVICE>-NNNN).
          type: string
        detail:
          description: >-
            A human-readable explanation specific to this occurrence of the
            problem.
          examples:
            - Property foo is required but is missing.
          type: string
        errors:
          description: Optional list of individual error details
          items:
            $ref: '#/components/schemas/ErrorDetail'
          type:
            - array
            - 'null'
        instance:
          description: >-
            A URI reference that identifies the specific occurrence of the
            problem.
          examples:
            - https://example.com/error-log/abc123
          format: uri
          type: string
        status:
          description: HTTP status code
          examples:
            - 400
          format: int64
          type: integer
        title:
          description: >-
            A short, human-readable summary of the problem type. This value
            should not change between occurrences of the error.
          examples:
            - Bad Request
          type: string
        type:
          default: about:blank
          description: A URI reference to human-readable documentation for the error.
          examples:
            - https://example.com/errors/example
          format: uri
          type: string
        upstream:
          $ref: '#/components/schemas/Upstream'
          description: >-
            RFC 9457 extension member: the error a proxied third-party provider
            reported. Absent unless the emitting service explicitly surfaced
            one.
      type: object
    PaymentTypeCountAmount:
      additionalProperties: false
      properties:
        amount:
          type: string
        count:
          format: int64
          type: integer
      required:
        - count
        - amount
      type: object
    ErrorDetail:
      additionalProperties: false
      properties:
        location:
          description: >-
            Where the error occurred, e.g. 'body.items[3].tags' or
            'path.thing-id'
          type: string
        message:
          description: Error message text
          type: string
        value:
          description: The value at the given location
      type: object
    Upstream:
      additionalProperties: false
      properties:
        code:
          description: The upstream provider's own error code, verbatim.
          examples:
            - E4001
          type: string
        message:
          description: >-
            The upstream provider's own error message, verbatim (bounded, never
            its raw response body).
          examples:
            - account not found at provider
          type: string
      type: object
  securitySchemes:
    BearerAuth:
      bearerFormat: JWT
      description: JWT bearer token issued by the identity provider.
      scheme: bearer
      type: http

````

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